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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Oleary is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Bradley Oleary has been working in the financial industry for over 10 years. Bradley Oleary is a registered representative with the firm. Bradley Oleary has passed the Series 6, 7, 63, 66, and SIE exams. Bradley Oleary is licensed to sell securities in 39 states. Bradley Oleary is also registered with the firm as an investment advisor representative. Bradley Oleary's previous employer was J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.. Bradley Oleary offers a range of services to clients, including portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
07/20/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TYLER TX)
CO
09/01/2006 - 03/20/2007
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)
BOTH
Issued 07/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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